Advisory Alpha’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Advisory Alpha’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,193	Closed	-$92.8K	–	759
2019 Q4	$92.8K	Buy	2,193 +479	+28%	+$19.9K	0.02%	213
2019 Q3	$72.1K	Buy	+1,714	New	+$69.5K	0.02%	204
2019 Q2	–	Sell	-1,033	Closed	-$38.8K	–	306
2019 Q1	$38.8K	Buy	+1,033	New	+$37.9K	0.01%	266
2018 Q3	–	Sell	-374	Closed	-$13.1K	–	143
2018 Q2	$13K	Buy	374 +2	+0.5%	+$66	﹤0.01%	129
2018 Q1	$12K	Sell	372 -208	-36%	-$6.79K	﹤0.01%	121
2017 Q4	$19K	Buy	+580	New	+$20.7K	0.01%	120
2017 Q3	–	Sell	-3,174	Closed	-$111K	–	125
2017 Q2	$111K	Buy	3,174 +2,739	+630%	+$93.3K	0.03%	113
2017 Q1	$14K	Buy	+435	New	+$14.1K	﹤0.01%	133

Other funds holding FUTY

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SSW

Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisory Alpha's FUTY Position: Q1 2020 in Review

Advisory Alpha sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2020, closing a stake of 2,193 shares — an estimated $92.8K sold.

Advisory Alpha first reported a position in FUTY in Q1 2017 and held it in 8 quarters. The position peaked at $111K in Q2 2017. 124 funds tracked by Wall St. Rank hold FUTY as of Q1 2020.

Advisory Alpha reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2020 after selling out during the quarter.
Advisory Alpha sold 2,193 Fidelity MSCI Utilities Index ETF shares in Q1 2020, an estimated $92.8K.
Advisory Alpha first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2017 and held it in 8 quarters.
Advisory Alpha's Fidelity MSCI Utilities Index ETF position peaked at $111K in Q2 2017.
124 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2020.

Based on Advisory Alpha's 13F filing for Q1 2020, filed 29 Apr 2020.